See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,223 | $99,020-35.1% | $86,590-25.8% | $147,584-56.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.42% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,168 | $3,132-30.8% | $2,839-23.6% | $4,876-55.5% |
| Participant deferral / active EE | $5,336 | $3,972+34.3% | $3,609+47.9% | $5,439-1.9% |
| Admin fee / account holder | $277 | $5,710-95.2% | $4,906-94.4% | $10,885-97.5% |